AI Research and Knowledge Base

Why It Matters

Personalized emails outperform templates by a wide margin. But manual research — reading LinkedIn profiles, scanning company pages, finding a relevant hook — takes 10-15 minutes per prospect. Kit’s AI agent does that research automatically, then writes an email that references what it found.

The Research Pipeline

When Kit researches a prospect, the AI agent gathers context from multiple sources before writing:

1. Source URL — If the prospect has a source_url (LinkedIn, personal site, company page), the AI fetches and reads it first
2. Person search — The AI searches the web for the prospect by name, title, and company to find recent activity, blog posts, or press mentions
3. Company search — The AI researches the prospect’s company for context — product, industry, recent news, funding
4. Kit data — If the campaign is linked to a job posting, the AI reads the job description and requirements
5. Knowledge base — The AI pulls in entries matching the campaign’s knowledge_keys for product context, talking points, and case studies

Once research is complete, the AI writes the full email — subject line and all sections — based on what it found. Each section follows the instructions and sentence limits defined in the campaign’s sequence steps.

Confidence Scoring

After researching, the AI assigns a confidence score (0.0–1.0) indicating how much useful context it found:

Range	Label	Meaning
0.7–1.0	High	Strong research context — the AI found specific, relevant details about the prospect
0.4–0.69	Medium	Moderate context — some useful information, but the email may be more generic
0.0–0.39	Low	Weak context — the AI couldn’t find much; the email relies heavily on campaign-level instructions

Low-confidence drafts display a warning badge in the review UI. Consider adding more prospect details (notes, source URL) or enriching your knowledge base to improve results.

Knowledge Base

The knowledge base stores product context, case studies, and talking points that the AI references when drafting emails. Navigate to Outreach > Knowledge Base to manage entries.

Adding Entries

Each entry has a unique key (lowercase alphanumeric with hyphens, e.g., product-overview) and a name for display. You can add content in two ways:

• Upload a file — Text or markdown files, up to 5 MB. Kit extracts the content automatically.
• Fetch from URL — Provide a public URL and Kit downloads and extracts the page content.

Linking to Campaigns

To make a knowledge entry available to a campaign’s AI agent, add its key to the Knowledge keys field in the campaign’s AI directives. The AI searches linked entries for relevant context during the research phase.

You can link multiple entries to a single campaign. Use specific, focused entries rather than one large document — the AI retrieves more relevant context from targeted entries.

Improving Draft Quality

If your drafts feel too generic or miss the mark, try these adjustments:

Action	Impact
Add prospect notes	Free-text context the AI reads before drafting — mention a recent interaction, mutual connection, or specific reason for reaching out
Include source URLs	LinkedIn profiles and company pages give the AI concrete details to personalize around
Write clear AI instructions	Tell the AI what product features to mention, what value prop to lead with, or what angle to take
Add knowledge entries	Product docs, case studies, and competitive positioning give the AI substance to reference
Use banned words	Remove buzzwords that make emails sound templated
Tighten word limits	Shorter emails (80–120 words) force the AI to be specific rather than padding with filler

Quick Checklist

• Ensure prospects have source URLs for better research
• Create knowledge base entries for your product and key talking points
• Link knowledge keys to your campaign’s AI directives
• Write clear, specific AI instructions for the campaign
• Review low-confidence drafts and add more prospect context where needed

Next Steps

• Reviewing and Sending Messages — approve, edit, or reject AI drafts
• Creating Campaigns — configure AI directives and sequence steps